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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
551
Investors Financial Group
Minnesota
$1.01M -$13.3K -104 -1%
NFG
552
Nations Financial Group
Iowa
$1M +$51.1K +398 +6%
IAN
553
Integrated Advisors Network
Texas
$994K +$680K +5,301 +269%
SIC
554
Sigma Investment Counselors
Michigan
$986K +$161K +1,257 +21%
NHC
555
Nicholas Hoffman & Company
Georgia
$985K -$1.15K -9 -0.1%
SC
556
Steph & Co
Wisconsin
$985K +$25.7K +200 +3%
AAS
557
Annex Advisory Services
Wisconsin
$979K -$69.4K -541 -7%
GIA
558
Gladstone Institutional Advisory
Florida
$978K – – –
CBA
559
Coastal Bridge Advisors
Connecticut
$975K – – –
SPC
560
Sigma Planning Corp
Michigan
$974K -$25K -195 -3%
TFO
561
Tarbox Family Office
California
$974K – – –
ETC
562
Exchange Traded Concepts
Oklahoma
$974K +$913K +7,121 New
FMTC
563
Farmers & Merchants Trust Company
California
$971K +$217K +1,694 +31%
SC
564
SouthState Corp
Florida
$969K -$108K -845 -11%
CWS
565
Cypress Wealth Services
California
$968K +$908K +7,079 New
CA
566
Clearstead Advisors
Ohio
$967K -$7.82K -61 -0.9%
SCA
567
STALEY CAPITAL ADVISERS
Pennsylvania
$965K -$103K -800 -10%
GC
568
Grimes & Company
Massachusetts
$965K +$49.3K +384 +6%
TP
569
Tranquility Partners
Tennessee
$955K – – –
JFA
570
Johanson Financial Advisors
California
$955K +$54.9K +428 +7%
MWM
571
Meridian Wealth Management
Kentucky
$939K -$486K -3,792 -36%
AWS
572
AJ Wealth Strategies
New York
$933K +$770 +6 +0.1%
ADL
573
Asset Dedication LLC
California
$931K -$7.95K -62 -0.9%
WTB
574
Washington Trust Bank
Washington
$926K +$868K +6,769 New
SB
575
Strategic Blueprint
Georgia
$920K +$863K +6,730 New
21 22
23
24 25